China Deliveries Begin, Q4 Delivery Estimates, Leaked Elon Email, Panasonic Comments on Battery Production (12.30.19)

- Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai
- Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss
- Tesla reportedly informs some customers they will be unable to take delivery before end-of-year
- Leaked Elon Musk email discusses TSLA stock price
- Panasonic executive comments on Gigafactory 1 production
- Car & Driver gives an unfortunate update on their long-term Model 3 test

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